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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.920 | 4.970 | 0.050 |
Stocks | 87.790 | 87.790 | 0.000 |
Bonds | 7.290 | 7.290 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.273 | 17.700 |
Price to Book | 5.040 | 2.843 |
Price to Sales | 2.896 | 1.999 |
Price to Cash Flow | 15.270 | 11.581 |
Dividend Yield | 1.669 | 2.107 |
5 Years Earnings Growth | 11.769 | 10.973 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.300 | 22.024 |
Healthcare | 18.970 | 14.373 |
Consumer Defensive | 12.270 | 8.411 |
Consumer Cyclical | 11.970 | 10.756 |
Financial Services | 10.390 | 15.440 |
Energy | 6.000 | 4.019 |
Communication Services | 3.970 | 7.226 |
Industrials | 3.130 | 12.079 |
Number of long holdings: 41
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Financial Select Sector SPDR | US81369Y6059 | 9.47 | 40.82 | -0.15% | |
United States Treasury Bills | - | 7.19 | - | - | |
Microsoft | US5949181045 | 6.17 | 406.32 | +1.82% | |
Apple | US0378331005 | 5.55 | 169.30 | -0.35% | |
Energy Select Sector SPDR | US81369Y5069 | 5.30 | 95.74 | -0.92% | |
Amazon.com | US0231351067 | 4.25 | 179.62 | +3.43% | |
Meta Platforms | US30303M1027 | 3.49 | 443.29 | +0.43% | |
Industrial Select Sector SPDR | US81369Y7040 | 2.88 | 122.66 | +0.16% | |
Novo Nordisk ADR | US6701002056 | 2.83 | 126.85 | +0.84% | |
J&J | US4781601046 | 2.65 | 146.13 | -0.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Epsilon 30 70 | 338.92M | 3.46 | 3.50 | 2.95 | ||
Epsilon Managed Portfolio | 96.03M | 3.58 | 3.11 | 3.08 | ||
Epsilon 25 75 | 39.13M | 3.41 | 3.02 | 2.57 | ||
Epsilon Gold | 28.26M | 6.67 | 8.27 | - | ||
Epsilon Small Cap | 20.96M | 6.53 | 1.24 | 4.28 |
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